WFA of San Diego, LLC - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 21 filers reported holding ISHARES GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q3 2023$5,249
-3.8%
1500.0%0.01%0.0%
Q2 2023$5,459
-96.7%
150
-96.9%
0.01%
-96.1%
Q4 2022$166,378
-4.4%
4,810
-5.1%
0.13%
-14.8%
Q2 2022$174,000
-6.5%
5,066
-5.4%
0.15%
+38.0%
Q4 2021$186,000
+6.9%
5,355
+3.0%
0.11%
-11.5%
Q3 2021$174,000
-15.5%
5,199
-14.9%
0.12%
-23.8%
Q2 2021$206,0006,1070.16%
Other shareholders
ISHARES GOLD TR shareholders Q4 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,196,000100.00%
Packer & Co Ltd 4,685,100$160,746,00068.29%
MOON CAPITAL MANAGEMENT LP 1,557,487$53,437,00061.90%
CARL STUART INVESTMENT ADVISOR, INC 655,062$21,663,00018.84%
Proficio Capital Partners LLC 5,167,570$88,019,00016.46%
Mader & Shannon Wealth Management, Inc. 767,513$26,333,00015.73%
Sowa Financial Group, Inc. 531,454$18,234,00013.90%
Legend Financial Advisors, Inc. 334,343$11,472,00011.85%
Nadler Financial Group, Inc. 1,791,568$61,469,00011.32%
Sagil Capital LLP 380,000$13,038,00010.54%
View complete list of ISHARES GOLD TR shareholders